Name,Ticker,Title of class,Class,Change,CUSIP,Value,Shares or principal amount,Weighting BAXTER INTL INC,BAX,,Sell,071813109,1842960000.0,28000000.0,28.317 CAMPBELL SOUP CO,CPB,,Buy,134429109,692790000.0,21000000.0,10.645 DOWDUPONT INC,DWDP,,Sell,26078J100,516360000.0,9655200.0,7.934 PAYPAL HLDGS INC,PYPL,,Sell,70450Y103,338462000.0,4025000.0,5.2 DANAHER CORP DEL,DHR,,Sell,235851102,320703000.0,3110000.0,4.928 SHIRE PLC,SHPG,sponsored adr,Buy,82481R106,299247000.0,1719413.0,4.598 CONSTELLATION BRANDS INC,STZ,cl a,Sell,21036P108,281435000.0,1750000.0,4.324 AMERICAN EXPRESS CO,AXP,,Sell,025816109,276428000.0,2900000.0,4.247 SOTHEBYS,BID,, ,835898107,264732000.0,6661604.0,4.068 MERCK & CO INC,MRK,,Sell,58933Y105,212038000.0,2775000.0,3.258 ADOBE INC,ADBE,, ,00724F101,203616000.0,900000.0,3.129 WORLDPAY INC,WP,cl a,Sell,981558109,201011000.0,2630000.0,3.088 VISA INC,V,,Sell,92826C839,197910000.0,1500000.0,3.041 IQVIA HLDGS INC,IQV,,Buy,46266C105,189357000.0,1630000.0,2.909 SALESFORCE COM INC,CRM,,Buy,79466L302,160940000.0,1175000.0,2.473 FAR PT ACQUISITION CORP,FPAC,cl a founders sh, ,30734W109,158337000.0,15692500.0,2.433 S&P GLOBAL INC,SPGI,,Sell,78409V104,135952000.0,800000.0,2.089 CIGNA CORP NEW,CI,,New,125523100,109204000.0,575000.0,1.678 DOVER CORP,DOV,,Sell,260003108,43634000.0,615000.0,0.67 FAR PT ACQUISITION CORP,FPACU,unit 06/01/2025, ,30734W208,40360000.0,4000000.0,0.62 KADMON HLDGS INC,KDMN,, ,48283N106,19568000.0,9407745.0,0.301 ISHARES TR,SHY,1 3 yr treas bd,Sell,464287457,3336000.0,39896.0,0.051 ARCO PLATFORM LTD,ARCE,,Exit,G04553106,0.0,-250000.0,-0.04 WPX ENERGY INC,WPX,,Exit,98212B103,0.0,-3135900.0,-0.441 DIAMONDBACK ENERGY INC,FANG,,Exit,25278X109,0.0,-500000.0,-0.472 DEERE & CO,DE,,Exit,244199105,0.0,-1350000.0,-1.419 LENNAR CORP,LEN,cl a,Exit,526057104,0.0,-5170000.0,-1.687 MARATHON PETE CORP,MPC,,Exit,56585A102,0.0,-3500000.0,-1.956 NETFLIX INC,NFLX,,Exit,64110L106,0.0,-1250000.0,-3.269 MICROSOFT CORP,MSFT,,Exit,594918104,0.0,-4100000.0,-3.278 ALIBABA GROUP HLDG LTD,BABA,sponsored ads,Exit,01609W102,0.0,-4045000.0,-4.659 UNITED TECHNOLOGIES CORP,UTX,,Exit,913017109,0.0,-8400000.0,-8.209